Corient Private Wealth
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Corient Private Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Corient Private Wealth’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$401K Sell
7,787
-2,205
-22% -$113K ﹤0.01% 1911
2025
Q1 		$510K Buy
9,992
+3,642
+57% +$186K ﹤0.01% 1587
2024
Q4 		$319K Sell
6,350
-38
-0.6% -$1.91K ﹤0.01% 1859
2024
Q3 		$336K Buy
6,388
+173
+3% +$9.1K ﹤0.01% 1935
2024
Q2 		$312K Buy
+6,215
New +$312K ﹤0.01% 1877